See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,379 | $138,044-80.2% | $125,339-78.2% | $134,475-79.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 1298.18% | 750.33%+547.9pp | 572.05%+726.1pp | 417.96%+880.2pp |
| Employer contribution / active EE | $2,903 | $5,243-44.6% | $4,814-39.7% | $4,740-38.7% |
| Participant deferral / active EE | $2,744 | $7,799-64.8% | $7,446-63.2% | $6,400-57.1% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.8% |